As an Engage Fi employee, you can expect:
- To work with an amazing and collaborative team
- To create and innovate in your role and see the impact you make on the business and client experience
- To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
- All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
- To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership
What we provide:
- Competitive pay, incentive programs, 401k matching
- Unlimited time off plus 11 paid holidays
- Medical, dental, and vision health plans with FSA or HSA options
- Opportunities to volunteer and give back to the communities we serve
- Paid remote work expenses
- Career development, trainings, continuous learning, and employee recognition
- Team engagement events and activities
- Culture of growth and continuous improvement
- A great place to work!
About Us:
Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.
With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
Position Summary:
The Technical Engineer (Mid-Level / Associate) supports Data Services delivery through the development, maintenance, and execution of data processes across client engagements.
This role is responsible for coding, reporting, and production support, particularly within merger and conversion projects. Working under the guidance of Senior Technical Engineers, this position contributes to data transformation, validation, and delivery execution while building foundational technical expertise.
The Technical Engineer serves as a key contributor to delivery teams and is positioned as a development pipeline for progression into a Senior Technical Engineer role through structured training and increasing technical responsibility.
Essential Functions:
Development & Data Processing –
- Develops and maintains code for reports, data processes, and transformation logic to support client deliverables.
- Modifies and optimizes existing code, load sets, and scripts to improve performance, accuracy, and efficiency.
- Supports the execution of ETL processes and data workflows within established frameworks.
Production Execution & Delivery Support –
- Executes production tasks related to mergers, conversions, and other client deliverables with a high degree of accuracy and consistency.
- Supports ongoing data processing activities, ensuring timelines and quality standards are met.
- Assists in troubleshooting and resolving production issues in coordination with senior team members.
Validation, Testing & Issue Resolution –
- Supports data validation, testing, and reconciliation processes to ensure data accuracy and completeness.
- Identifies, documents, and assists in resolving data-related issues and discrepancies.
- Collaborates with team members to ensure quality control standards are consistently applied.
Collaboration & Technical Development –
- Works closely with Senior Technical Engineers on complex implementations, contributing to execution while building technical knowledge.
- Participates in structured training and development programs to enhance technical skills and capabilities.
- Gains exposure to increasingly complex systems, data models, and integration scenarios to support career progression.
Other Duties & Responsibilities:
- Contributes to documentation, knowledge sharing, and continuous improvement of data processes and tools.
- Supports team initiatives and internal efforts to improve efficiency, quality, and scalability of delivery.
Required Skills & Competencies:
- Advanced proficiency in data modeling, ETL development, and database architecture.
- Strong coding skills including SQL and relevant scripting or ETL tools.
- Ability to work effectively in ambiguous environments with limited documentation or predefined structure.
- Strong analytical and problem-solving capabilities with attention to detail.
- Ability to independently design and execute complex technical solutions.
- Strong communication skills to articulate technical concepts to both technical and non-technical stakeholders.
Required Education and Experience:
- Proficiency in SQL and general programming or scripting languages.
- Basic understanding of data structures, ETL processes, and reporting systems.
- Strong attention to detail with the ability to identify and resolve data issues.
- Analytical and problem-solving skills with a focus on accuracy and quality.
- Ability to follow established processes while adapting to evolving requirements.
- Strong collaboration and communication skills within a team environment.
- Demonstrated willingness and aptitude to learn advanced technical concepts.
Required Education and Experience:
- Bachelor’s degree in Information Systems, Computer Science, Data Analytics, or related field, or equivalent experience.
- 2 to 5 years of experience in data engineering, development, analytics, or related technical roles.
- Experience supporting data processing, reporting, or system-related projects.
Preferred Experience:
- Experience supporting mergers, conversions, or system implementation projects.
- Exposure to ETL tools, data integration processes, or reporting platforms.
- Familiarity with financial services systems, including banking or credit union environments.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
Position Type/Expected hours of Work:
- Full Time/ 40 hours per week
Location:
- Remote
- 20% Travel required
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.
EEO Statement:
Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
